NASDAQ-100 (NDX)S&P 100 (OEX)

Cross-Company Taxonomy for AI Accelerators — 7 Companies

CompanyProductRevenue Segment
AMD
Q2 FY2026Jun 27, 2026
AI Accelerators
Data Center
Products also in this segment: CPUs, GPUs +3 · Sign in to see all
$6.72B58.2%↑ 107.3%
ARM
Q1 FY2027Jun 30, 2026
AI Accelerators
Royalty
Products also in this segment: CPUs, GPUs +3 · Sign in to see all
$715M55.5%↑ 22.2%
ARM
Q1 FY2027Jun 30, 2026
AI Accelerators
License and Other
Products also in this segment: CPUs, GPUs +3 · Sign in to see all
$574M44.5%↑ 22.6%
GOOGL · GOOG
Q2 FY2026Jun 30, 2026
AI Accelerators
Google Cloud
Products also in this segment: Cloud Computing Service, Productivity Software +1 · Sign in to see all
$24.77B20.7%↑ 81.8%
INTC
Q2 FY2026Jun 27, 2026
AI Accelerators
Not disclosed by INTC
MRVL
Q2 FY2027Aug 1, 2026
AI Accelerators
Data Center
Products also in this segment: Custom ASICs, Optical DSPs +9 · Sign in to see all
$2.17B79.3%↑ 45.7%
NVDA
Q2 FY2027Jul 26, 2026
AI Accelerators
Hyperscale
$48.71B50.6%↑ 101.5%
QCOM
Q3 FY2026Jun 28, 2026
AI Accelerators
Not disclosed by QCOM

Product: Key Product · Revenue Segment: Key Earnings Driver Key Operating Metric

Combined Segment Metrics: AI Accelerators vs Related Products?

AI Accelerators5 companies · $83.66B segment revenueLed by NVDA (58%)+92.0%
CompanyRevenue SegmentQuarterSegment RevenueShare% of CompanyGrowth
NVDAHyperscaleHyperscaleQ2 FY2027$48.71B58.2%50.6%+101.5%
GOOGL · GOOGGoogle CloudGoogle CloudQ2 FY2026$24.77B29.6%20.7%+81.8%
AMDData CenterData CenterQ2 FY2026$6.72B8.0%58.2%+107.3%
MRVLData CenterData CenterQ2 FY2027$2.17B2.6%79.3%+45.7%
ARMRoyalty
License and Other		Royalty
License and Other		Q1 FY2027$1.29B1.5%100.0%+22.4%
Custom ASICs3 companies · $19.65B segment revenueLed by AVGO (85%)+ Add to results+151.4%
CompanyRevenue SegmentQuarterSegment RevenueShare% of CompanyGrowth
AVGOAI SemiconductorAI SemiconductorQ3 FY2026$16.70B85.0%56.4%+221.0%
MRVLData CenterData CenterQ2 FY2027$2.17B11.1%79.3%+45.7%
AMDGamingGamingQ2 FY2026$779M4.0%6.8%−30.6%
Data Processing Units4 companies · $104.74B segment revenueLed by NVDA (85%)+ Add to results+108.3%
CompanyRevenue SegmentQuarterSegment RevenueShare% of CompanyGrowth
NVDAData CenterData CenterQ2 FY2027$89.02B85.0%92.5%+116.6%
AMDData CenterData CenterQ2 FY2026$6.72B6.4%58.2%+107.3%
INTCDCAIDCAIQ2 FY2026$6.26B6.0%29.0%+59.0%
MRVLCommunications and Other
Data Center		Communications and Other
Data Center		Q2 FY2027$2.74B2.6%100.0%+36.5%

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